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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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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? mark for My Articles similar articles
CFO
August 1, 2003
Randy Myers
Casting for Returns To juice up their sagging portfolios, pension fund managers are seeking alternative investments. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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? mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles