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Wall Street & Technology March 14, 2008 Melanie Rodier |
Dark Pools Change Transition Management Transition managers tend to trade large blocks of securities, making anonymity and information leakage important considerations. Strategies are included to leverage dark pools for their full benefit.  |
Wall Street & Technology July 26, 2004 Ivy Schmerken |
The Buy Side Takes Charge Access to aggregators, crossing networks and algorithms is changing the buy-side trading desk.  |
Wall Street & Technology January 24, 2006 Jessica Pallay |
The Buy Side Buys In In 2006, it will be impossible to ignore the enhanced productivity gained from algorithmic trading systems. As the buy side takes control of its own trading processes, automated trading frees up humans to focus on more-complex trading decisions.  |
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.  |
Wall Street & Technology November 29, 2004 Ivy Schmerken |
Want an Algorithm With That? Major brokerage houses are franchising their algorithmic trading strategies to smaller firms that are feeling pressure to offer the service.  |
Wall Street & Technology June 29, 2005 Ivy Schmerken |
Reinventing the Relationship Technology and regulatory scrutiny have placed pressure on the buy-side traders to figure out how much it is paying for executions.  |
Wall Street & Technology July 1, 2005 |
Gardner Leaves Frank Russell for IDI Michael Gardner, former manager of trading implementations in charge of the trading and operations of Frank Russell Securities' business lines joined Institutional Direct Inc. (IDI), a wholly owned subsidiary of Bear Stearns, as senior managing director and head of transition services.  |
Wall Street & Technology May 31, 2007 Melanie Rodier |
Northern Names Geographic-Specific Transition Management Leadership Aiming to more effectively serve client's geographic-specific needs, Northern Trust Global Investments appointed Grant Johnsey head of transition management, North America, and Simon Hutchinson head of transition management, international.  |
Financial Planning August 1, 2005 Len Reinhart |
Staying Active To fund boomers' later-life plans, advisers will need to change the way they think about active and passive portfolio management.  |
Wall Street & Technology July 1, 2005 Ivy Schmerken |
The New Sell-Side Trader: Execution Consultant Brokers are morphing into execution consultants to advise the buy side on selecting algorithms and measuring performance. But how will the sell side reinvent the institutional sales trader?  |
Wall Street & Technology July 1, 2005 Kerry Massaro |
From The Editor: Breaking Up Is Hard to Do Is the relationship coming to an end? Will we be hearing the big "D" word, or is the relationship between financial firms' buy sides and sell sides just maturing and evolving, as all long-standing relationships do?  |
CFO August 1, 2003 Randy Myers |
Casting for Returns To juice up their sagging portfolios, pension fund managers are seeking alternative investments.  |
Wall Street & Technology January 4, 2004 Ivy Schmerken |
Get With the Program Sell-side desks are giving their buy-side clients access to program-trading tools so they can slice and dice large blocks and measure transaction costs.  |
Bank Technology News November 2004 Shane Kite |
Trading: Direct Execution Players Get Beefy Banks and brokers are stocking up on tech and management tools, bundling direct access with algorithmic trading, as the industry gets more competitive than ever.  |
Wall Street & Technology January 9, 2006 Cory Levine |
Fontana to Head Fixed Income at ITG Investment Technology Group (ITG) added fixed-income capabilities to its transition services, hiring Victor Fontana to head the new unit.  |
Wall Street & Technology June 22, 2004 Ivy Schmerken |
Algorithmic Alliances Buy-side firms take a page from the broker-dealers' book, paying to use their algorithmic-trading strategies via partnerships with order-management systems.  |
The Motley Fool June 24, 2009 Dan Caplinger |
6 Stocks to Sell Before Everyone Else Does It's time for the annual changes to the Russell indexes.  |
Wall Street & Technology May 25, 2005 Dan Safarik |
A Chip Off the Block The New York Stock Exchange plans to modernize its trading model with the upcoming Hybrid system, which, in part, is meant to draw back the large orders that have migrated to newer, electronic block-trading systems.  |
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.  |
On Wall Street October 1, 2008 Tim Knepp |
Question Assumptions It's time to ask ourselves whether the blunt tools of broad asset class definitions and traditional asset allocations provide an adequate defense against the complex risk and interaction of today's markets.  |
Registered Rep. October 1, 2002 Stan Luxenberg |
The Smart Way to Use Index Funds Now In the cold light of the bear market, advisors have discovered inherent flaws in the indices and the funds that track them.  |
Entrepreneur September 2004 Dian Vujovich |
Way to Grow Large-cap growth funds may not sound exciting, but there's a solid place for them in a diversified portfolio. This fund uses a computer model to pick its winners.  |
Investment Advisor January 2006 Melanie Waddell |
How to: Look Before Switching As one financial advisor found, changing custodians takes planning and plenty of time. When contemplating how to make the transition, be aware that there are myriad steps to take and issues to consider before jumping in feet first.  |
Wall Street & Technology January 23, 2007 Jessica Pallay |
In the Search of Liquidity: The Time Is Now Now that Reg NMS is finally here, are firms ready to access 30 or more trading venues in their search for liquidity? After a year of investment in technology, firms need to demonstrate that their systems are up to the challenge.  |
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.  |
The Motley Fool April 18, 2007 Emil Lee |
Northern Trust's Streak as a Steward Continues The financial firm is picking up more business as a custodian of pension funds. Investors, take note.  |
BusinessWeek November 28, 2005 Chester Dawson |
Investors: A Growing Taste For Exotic Fare Even conservative investors are tempted by the returns of emerging-market funds. The pile-on worries institutional investors, who say many underdeveloped equity markets -- like those in, say, Brazil and India -- are overdue for a correction.  |
Wall Street & Technology April 26, 2005 Ivy Schmerken |
Broker Research: What's It Worth? The securities industry is hoping that the SEC will clear up the uncertainties surrounding soft dollars and determine once and for all who is responsible for placing a value on proprietary research.  |
Wall Street & Technology March 26, 2004 Ivy Schmerken |
New Kids on the Block Two new players are offering block-execution systems to buy-side institutions. Can they succeed in a crowded field?  |
Wall Street & Technology February 4, 2005 Larry Tabb |
Risk in a Real-Time World The world is getting riskier. Not only has geopolitical strife changed compliance risk, but new trading, governance and capital-allocation mechanisms are changing traditional risk measures as well.  |
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.  |
Financial Planning April 1, 2005 Louis Cameron Day |
You've Got Concerns A new, individualized approach to portfolio management may lessen your financial advisory clients' confusion.  |
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright |
But Don't I Already Own REITs? Broader index shares (e.g. S&P 500 or Russell 2000) do not a REIT allocation make.  |
Wall Street & Technology April 27, 2004 Jessica Pallay |
Credit Where Credit Is Due After years of standing in the shadow of the sell side, Wall Street's buy-side firms are reaping rewards by realizing risk.  |
Wall Street & Technology February 4, 2005 Ivy Schmerken |
Algorithmic Trading Buy-side firms are gravitating toward rules-based systems that are often supplied by brokers. These mathematical models analyze every quote and trade in the stock market, identify liquidity opportunities and turn that information into intelligent trading decisions.  |
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.  |
Investment Advisor September 2009 Angela Herbers |
Easier Said Than Done The trick for any advisory company is not to know that it can be better organized; the hard part is to actually make the transition to a new organizational structure.  |
Financial Planning September 1, 2007 Glenn G. Kautt |
Helping the Handoff Survey results show that business owners are in need of help when it comes to transition planning. There are four phases in the transition of a business where advisors can help their clients.  |
Wall Street & Technology January 24, 2006 Cory Levine |
Temple Joins Bank of New York As part of its business expansion, Bank of New York hired Ken Temple as senior vice president of the BNY Global Transition Management unit.  |
Investment Advisor March 2006 Kathleen M. McBride |
Allocation Without Borders Vice chairman and CIO of Alliance Bernstein Investment Research & Management Ranji Nagaswami argues that being free to select equities worldwide yields better performance with lower risk.  |
Wall Street & Technology August 22, 2007 Ivy Schmerken |
Goldman Sachs and Other Brokers Develop Alternative Research Platforms to Advise Buy-Side As the buy-side unbundles the cost of research and executions, brokers are partnering with alternative research providers. Could it cannibalize their own proprietary research?  |
Financial Planning September 1, 2006 Scott A. Leonard |
The Smaller, the Better Rumors that the small-cap effect is dead are most definitely premature. By focusing on the smallest of the small caps, financial advisors can see that the small-cap effect appears to be alive and well. You just need to know where to look for it.  |
Wall Street & Technology January 5, 2004 Larry Tabb |
Data Providers Face Identity Crisis Plagued by declining revenues, the financial data providers seem to be between a rock and a hard place -- hamstrung by increasing competition, an aging infrastructure, an ever-increasing amount of content, and a customer base that wants to pay less.  |
Financial Advisor January 2006 Sydney LeBlanc |
Embracing The F Word US Fiduciary offers a business model that is attracting ultra-high-end advisors who want to be fiduciaries.  |
Registered Rep. September 10, 2010 Stan Luxenberg |
Are Index Funds' Distorting Markets? With money pouring into index funds and ETFs, passive portfolios are distorting markets, harming many investors. Index funds are creating disturbing conditions in a variety of asset classes, including emerging markets, small stocks, and commodities.  |
On Wall Street April 1, 2012 Jeff Tjornehoj |
Benchmarking the Benchmarks The news hasn't been good lately for actively managed funds and their investors. In 2011, only one-third of large-cap fund managers beat the S&P 500 index.  |
Financial Planning June 1, 2011 Donald B. Trone |
Code of Conduct As the SEC engages in the rule-making associated with its proposed uniform fiduciary standard of conduct under the Dodd-Frank Act, it likely will focus its attention on an advisor or broker's duty of loyalty and duty of care.  |
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.  |
BusinessWeek July 18, 2005 Adrienne Carter |
Pushing Index Funds A Bit Higher Mutual funds that start with indexing and then tweak here and there to help increase returns.  |
Financial Advisor September 2011 Tom Lydon |
It's All In The Weighting ETF indexing has evolved, but the traditional, somewhat boring approach may still yield the best results.  |