LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.
In the second part of his interview with Money Management Executive, Menard expands on the firms strategy toward product innovation and what business it wont pursue.
The reductions will save current investors about $20 million annually, the firm says.
The five worst-performing major equity funds -- each of which lost about 10% -- focus on international investing and hold anywhere from 12% to 20% of their assets in bank stocks.
How technology, the popularity of defined contribution plans and increased competition from ETFs have transformed the way fund companies sell their products to investors and advisers.
While IT budgets at buy-side firms have not fully recovered from the cutbacks of the Great Recession, front-office demands keep growing in quantity, complexity and required speed of response.
Goldman Sachs Asset Management (GSAM) announced it has entered into an agreement with Deutsche Asset & Wealth Management (DeAWM) to acquire DeAWM's stable value business, with total assets under supervision of $21.6 billion as of June 30, 2013
Mutual fund families have traditionally left the topic of how to allocate certain fund expenses to management and fund officers.
Rob Goldman founded Goldman Small Cap Research (GSCR)--not affiliated with Goldman Sachs--in 2009. He has over 20 years of investment and research experience as a senior research analyst and as a portfolio and mutual fund manager.
Innovation is a constant in any industry, but sometimes in the fund business its mark is not always obvious.