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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.  |
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.  |
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.  |
Entrepreneur December 2003 Dian Vujovich |
Anything Goes Here's a top-performing fund that's got flexibility on its side.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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?  |
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.  |
Financial Advisor July 2004 Joel P. Bruckenstein |
A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |
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.  |