Oct 16, 2014 – Ken Pfeil, the chief information security officer for the Pioneer companies, shares the security measures he's taken to keep cybercriminals and malware exploits from affecting the infrastructure he oversees.
Oct 16, 2014 – Fund companies are known to go too great lengths to try to create alpha for their clients. Some rely on high-conviction strategies - a formula Alpha Architect says it can offer at lower costs. Money Management Executive asked the company's founder, Wesley Gray, about its business model and how it competes.
Oct 15, 2014 – Mutual fund and ETF companies are always looking for more effective ways to communicate with current and prospective clients. The most valuable way is face-to-face communication.
Oct 14, 2014 – Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.
Oct 14, 2014 – Mobile apps have become center-pieces of many businesses the last few years, but asset management companies have been slower to catch on.
Oct 10, 2014 – Pimco may have begun to unwind some of Bill Gross’s market bets, according to changes in holdings data from the world’s largest bond mutual fund.
Oct 9, 2014 – Should fund companies rethink the ways they measure risk? Amid a rush into alternatives, will fund providers be introducing many more long/short or multifactor products? Money Management Executive put those questions and many more to Aye Soe, senior director for global research and design at S& P Dow Jones Indices, to get her assessment of how the fund industry environment is changing.
Oct 8, 2014 – Bill Gross’s Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.
Oct 7, 2014 – What were the takeaways at the Investment Company Institute's 2014 Tax and Accounting Conference in Phoenix last week? We put the spotlight on key regulatory and operation issues impacting the asset management industry.
Oct 6, 2014 – Bill Gross's departure from the firm he founded raises questions for asset managers on whether having a big name at the top of a fund is the right approach when marketing to advisors and investors.
Oct 3, 2014 – Mohamed El-Erian, who quit Pacific Investment Management in January amid reports of clashes with Bill Gross, said he was surprised by the events surrounding the departure of the star bond manager last week.
Oct 3, 2014 – Charles Schwab removed Pacific Investment Management from its target-date retirement funds after the departure of Pimco co-founder Bill Gross.
Oct 2, 2014 – To better connect with advisors, fund providers must think more carefully about aligning their sales and marketing efforts to create a better "customer experience," a new report from research firm kasina shows.
Oct 1, 2014 – In five and a half years, London-based Source has become the fifth-largest ETF provider in Europe. It's now establishing a U.S. presence amid an intensely competitive market dominated by three fund giants: BlackRock's iShares, Vanguard and State Street Global Advisors.
Sep 30, 2014 – With the vast majority of fund companies now outsourcing key functions of their business operations like fund accounting, reviewing the working relationships with service providers is taking on increased importance.