Face-to-face effort is one reason why BMO Global Asset Management has amassed $249 billion in AUM, with established footprints not only in Asia but even in the oil-rich Middle Eastern Gulf nations.
Bill Gross joined the growing ranks of money managers expressing concern that a decline in liquidity could exacerbate losses for fund investors during a market decline.
Shutting down the Greek market has trained attention on ETFs tracking its stocks, adding an element of speculation to their prices as long as the Athens bourse is closed.
The Chinese fund-management company, which oversees $100 billion, is seeking to open an office in New York very soon and another in London.
The concentration of CFAs in Abu Dhabi speaks to the power of an array of sovereign funds in the city charged with investing hundreds of billions of the nations oil-generated riches.
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.
ICI President and CEO Paul Schott Stevens issued a congratulary statement after the U.S. Senate confirmed Kara M. Stein and Michael S. Piwowar as Commissioners at the Securities and Exchange Commission.
In order to tap into fresh sources of capital, non-U.S. fund managers are looking to the U.S. to distribute investment strategies. This raises many issues: choosing the right vehicles for the job, regulatory considerations, and more.
Fund sponsors have long debated the relative merits of building, buying or outsourcing fund administration technology. As sponsors face more and more data-driven demands from regulators and investors, there is increased pressure to adopt new efficient technologies for fund administration process such as expense payments and budgeting, regulatory reporting and financial reporting. While there is no one-size-fits-all answer to the "build, buy or outsource" question a mix of cost pressures, resources, reporting requirements and technological advances have tipped the balance in favor of "buy" and "outsource."