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Wall Street & Technology
January 24, 2006
Greg MacSweeney
Don't Reinvent the Wheel An interview with Philippe Bibi, senior managing director and CTO at Putnam Investments on his plans to add business value in 2006 by developing technology that can automate derivatives transactions and replacing some legacy systems with off-the-shelf solutions. mark for My Articles similar articles
Real Estate Portfolio
Nov/Dec 2004
Christopher M. Wright
Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios. mark for My Articles similar articles
Wall Street & Technology
January 24, 2006
Cory Levine
A New View of Risk Only now are financial firms approaching the risk associated with their technology infrastructures as a business-critical initiative with substantial bottom-line implications and devoting greater resources to their maintenance. mark for My Articles similar articles
Entrepreneur
December 2003
Dian Vujovich
Anything Goes Here's a top-performing fund that's got flexibility on its side. mark for My Articles similar articles
Wall Street & Technology
February 27, 2005
Ivy Schmerken
Custom-Built With demand for personalized advice growing, financial-services firms are overhauling their technology to mass-produce separately managed accounts (SMAs) with a high degree of customization. mark for My Articles similar articles
Wall Street & Technology
April 11, 2008
Ivy Schmerken
Putnam Investments Sees Competitive Advantage in Building OTC Derivatives Pricing Engine In-House To verify prices from brokers and other outside sources, Putnam Investments developed an internal OTC derivatives valuation engine using grid computing. mark for My Articles similar articles
Financial Advisor
October 2005
David Reilly
Is Risk Really A Four Letter Word? Once esoteric investing strategies, such as managed currency and commodity futures, real estate, short selling, arbitrage and event-driven strategies, allow portfolio risk management to be taken to the next level. Advisers, take note. mark for My Articles similar articles
Wall Street & Technology
June 19, 2008
Cory Levine
Transition Managers Become Increasingly Popular As the markets grow increasingly complex and risk-aware, the primary focus of transition management has shifted from operations to risk management, and the preservation of the value of clients' assets is the most important aspect of a transition. mark for My Articles similar articles
Investment Advisor
November 2009
Melanie Waddell
Danger & Opportunity: Crafting a Better Target Date Fund A conversation with Bob Reynolds about Putnam's revamped target date funds as well as the investing environment in general. mark for My Articles similar articles
Financial Advisor
September 2005
Rick Adkins
What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio. mark for My Articles similar articles
Wall Street & Technology
October 26, 2005
Katherine Heires
By the Dashboard Light As regulatory concerns persist, many financial firms are turning to dashboard technology to simplify compliance initiatives. Here are 12 key questions to ask before starting a compliance dashboard project. mark for My Articles similar articles
Financial Planning
March 1, 2005
O'Toole & Steiny
The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up? mark for My Articles similar articles
Wall Street & Technology
July 1, 2005
Christopher Wrenn
Infrastructure Integration Many corporations are daunted by the challenges of integrating their technology infrastructures with their business processes. In the end, however, the benefits are worth the risks. Here are four recommendations for success when undertaking an enterprisewide integration project. mark for My Articles similar articles
Financial Advisor
July 2004
Joel P. Bruckenstein
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction. mark for My Articles similar articles
Registered Rep.
May 3, 2011
Diana Britton
Rising from the Ashes: Putnam Makes Comeback With Advisors Since 2008, Putnam's assets have grown from $39.8 billion to $69 billion as of the end of March. mark for My Articles similar articles
CIO
July 1, 2005
Susannah Patton
Getting the Word on Portfolio Management IT leaders can benefit from portfolio management because they face pressure to cut costs while providing more services. mark for My Articles similar articles
Financial Planning
February 1, 2006
Len Reinhart
A New Model An interview with Don Robinson, Lockwood's chief investment officer, about the general parameters of transforming retirees' portfolios into lifetime investment plans. mark for My Articles similar articles
Wall Street & Technology
January 23, 2007
Greg MacSweeney
Putnam's 64-bit Architecture and Outsourcing Strategy Allows IT to Focus on Core Competencies Putnam Investments has leverage outsourcing of certain processes so business leaders and technology professionals can focus on projects that provide specific value to the business. mark for My Articles similar articles
Financial Advisor
June 2004
Joel P. Bruckenstein
Converting Prospects Into Clients A new online tool promises to help you do just that, but can it deliver? The platform marries a sales/client education process with a portfolio construction/portfolio management process. mark for My Articles similar articles
Wall Street & Technology
January 6, 2006
Leslie Kramer
CIO Challenge: IT Portfolio Management CIOs at financial services firms constantly are looking for ways to run their IT departments more efficiently. But figuring out a way to measure the benefits of IT portfolio management is not always obvious. mark for My Articles similar articles
BusinessWeek
April 19, 2004
Faith Arner
Can This Man Save Putnam? The firm is hemorrhaging billions of assets in the wake of scandals. Ed Haldeman has to stop the bleeding mark for My Articles similar articles
CIO
May 1, 2003
Todd Datz
How to Do It Right - Portfolio Management Portfolio management is a tool with clear benefits, among them a holistic view of IT projects across the enterprise and the alignment of IT with corporate strategy. But it isn't easy. We've found some portfolio managers willing to share their secrets. mark for My Articles similar articles
Financial Planning
February 1, 2005
Jim Otar
A Matter of Luck Contrary to popular opinion, there's more to portfolio success than the asset allocation decision. As an adviser, you can find peace of mind in recognizing and quantifying the luck factor for individual retirement portfolios. mark for My Articles similar articles
CIO
May 1, 2003
Richard Pastore
The Case for Portfolio Management If CIOs would just look at the business case for portfolio management, maybe more of them would do it. mark for My Articles similar articles
Wall Street & Technology
August 22, 2005
Leslie Kramer
Always Be Prepared As acts of terrorism continue to be perpetrated around the world, and natural disasters, such as hurricanes, earthquakes and floods, threaten the nation's coastlines, financial institutions need to make sure that their information is secure. mark for My Articles similar articles
CIO
May 1, 2003
Lorraine Cosgrove Ware
Manage IT as a Portfolio Portfolio management compares technology investments in terms of risk and payoff to the business and then helps you prioritize investments accordingly. Survey results show that CIOs who practice IT portfolio management get a higher value from their IT dollars. mark for My Articles similar articles
Financial Planning
November 1, 2006
Elizabeth O'Brien
Fund Manager Profile Taking the Global View: Jeff Knight leads a standout fund at beleaguered mutual fund group Putnam. mark for My Articles similar articles
BusinessWeek
November 8, 2004
Joseph Weber
Taking Aim At The Big Board Gerald D. Putnam, CEO of upstart exchange Archipelago Holdings Inc., is going after his biggest rivals. mark for My Articles similar articles
BusinessWeek
December 1, 2003
Robert Barker
For Putnam's Parent, Limited Damage Putnam's low-profile parent, Marsh & McLennan, strikes me now as an opportunity. mark for My Articles similar articles
Registered Rep.
November 10, 2010
Diana Britton
Advisor Appetite For Absolute Return Growing While growing, advisors surveyed still largely view absolute return as a satellite holding, with only 16 percent viewing it as a core holding. mark for My Articles similar articles
Registered Rep.
July 26, 2006
Kevin Burke
Asset-Management Deals Set Record Pace There was an unprecedented 89 deals for fund-management firms in the first half of 2006. Buyers spent at least $13.5 billion in disclosed and estimated dollars, almost as much as the total spent all last year, for nearly $1 trillion in assets. mark for My Articles similar articles
Wall Street & Technology
January 23, 2007
Cory Levine
Data Privacy: Financial Institutions Try to Keep Data Breaches Down in 2007 Several big-name data breaches made 2006 an ugly year for the securities industry, and security and privacy professionals are hoping to bring the problem to a halt this year. mark for My Articles similar articles
Wall Street & Technology
October 29, 2008
Penny Crosman
U.S. Hedge Funds to Cut IT Spending 40%, to $882 Million New Tabb study finds hedge funds will make drastic IT cutbacks, although more than 75% want to trade multiple asset classes electronically. mark for My Articles similar articles