Separately Managed Accounts Investment Products

News

New AARP Funds Chief Plans to Expand Offerings

New Focus on Retirement Income, Calculators

Paulson Declares Economy Sound

Voices Support for Freddie Mac, Fannie Mae

MME’s Fund Operations Awards — Extension for Entries Through July 31

The deadline for entries to Money Management Executive's Sixth Annual Fund Operations Awards has been extended through Thursday, July 31, so you still have plenty of time to enter. This is the perfect way to receive the accolades you believe your firm or service provider deserves for one or more of the following categories: Leadership, Innovation, Efficiencies/Streamlining and New Media. Entry forms and information are available at our website: http://www.mmexecutive.com/fund_operations_awards/. …

Advisers Urging Investors to Short-Circuit Increase in Capital Gains

Many Expect Obama to Win & Are Advising Investors to Take Gains Off the Table

MMI Appoints Cheryl Nash Co-Chair of Tech Committee

Nash is Senior Vice President at CheckFree

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Articles

Talent Grabs Keep Flaring Despite High Cost

Mutual fund companies and other financial services firms continue to battle one another for wealth management talent even though companies are forced to pay hefty salaries that crimp profits.

College Savings Plan Gets Smarter

Friends and family members of New York college-bound students can now make contributions to a student's 529 college savings plan, thanks to a change in New York State law that mirrors similar programs in other states. With $8.3 billion in assets, New York's 529 plan has bragging rights to having the largest direct-sold channel with $7.1 billion across 500,000 accounts as of May 2008. Its companion advisor-sold plan channel has additional assets of $1.2 billion and 100,000 accounts. With combined assets, New York is overall the fourth largest college savings plan in the nation.

Week in Review

Hedge Fund Managers Have Rough Month Hedge fund managers had a tough month in March, lagging equity and bond benchmarks but outperforming equity markets, according to firms that monitor their performance.

As Consumer Confidence Slides, Fund Firms Re-Emphasize Retirement Preparedness

Consumer confidence in the economy, including stocks, bonds, mortgages, credit cards and structured products, is dropping, but experts say consumers need to stay invested in a fully diversified portfolio of mutual funds for their own good and for the good of the economy. Money managers should be doing more to educate investors by providing them with easy-to-use tools and emphasizing how important these products are to saving for retirement.

U.S. Money Managers Fear Going Global: International Firms Could Poach Top American Talent

Asset managers afraid to leave the safety of the herd are missing out on crucial opportunities for growth in international and emerging markets. If U.S. firms continue their reluctance to globalize, they may see their best managers and customers get snatched away by bigger, global firms.

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