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Money Management Executive

How This Mutual Fund Giant Stays a Step Ahead of Cyber Crooks

– 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.

Asset Allocation: Fact and Fiction

– 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.

Client Communication Via Video

– 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.

Abigail Johnson Takes Reins at Fidelity After Climbing Ranks

– 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.

Asset Managers Slow to Adopt Mobile Apps

– Mobile apps have become center-pieces of many businesses the last few years, but asset management companies have been slower to catch on.

Pimco Cut Government-Related Debt Last Month as Gross Quit

– 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.

Fund Industry's Changing Environment

– 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.

Gross’s Janus Fund Got $66.4 Million in Deposits Last Month

– 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.

Takeaways from ICI Tax & Accounting Conference

– 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.

Gross-Pimco Exit: Wakeup Call for Industry?

– 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.

El-Erian Surprised by Manner of Gross’s Exit From Pimco

– 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.

Schwab Drops Pimco Total Return From Target-Date Retirement Fund

– Charles Schwab removed Pacific Investment Management from its target-date retirement funds after the departure of Pimco co-founder Bill Gross.

Why Sales, Marketing Aren't Aligned

– 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.

ETF Provider Source Makes U.S. Debut

– 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.

Service Provider Oversight Takes Focus

– 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.