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Investment Strategies

Top Story

Cayman, Liechtenstein Tax Haven Status Fades

Cayman Islands and Liechtenstein are tightening tax shelter rules with treaties that breach the traditional wall of financial secrecy.

Blogs & Commentary

Obama’s Asia Visit: A Good Start
Obama gives Asian leaders a clear message: America will actively re-engage the region.

A Return to Liquid Markets Demands New Risk Innovation
Developing a more robust approach to assessing risk and value in portfolios.

The Power of Private Equity
The long-term outlook for private equity remains strong.

More Stories

Complex Financial Modeling Offers New Risk Management Techniques
Some of the brightest minds in finance are turning to behavioral science, complexity theory and evolutionary biology to come up with new models that can help banks and investors stay out of trouble when the so-called black swans return.

Female Hedge Fund Managers Outperform Male Counterparts
From January 2000 through May 31, 2009, women who ran hedge funds delivered nearly double the investment performance of their male counterparts, according to Chicago-based Hedge Fund Research.

Cayman, Liechtenstein Tax Haven Status Fades
Cayman Islands and Liechtenstein are tightening tax shelter rules with treaties that breach the traditional wall of financial secrecy.

Five Questions For Stuart Gulliver
HSBC's Stuart Gulliver discusses the bank's deep commitment to the resilient economies of Asia.

Norges Bank Discovers Water
Norwegian fund wants companies to adopt enlightened water-use practices for sound business reasons.

Custody Rules Boost Third-Party Hedge Fund Aministrators
Demand for transparency promises to be a boon for third-party hedge fund administrators.

Green Investing Gets Easier With Index Funds
Institutional investors that have steered clear of green investments because of their volatility have a new option — index funds.

Suntory Adds Fizz to Orangina Takeover
The whiskey maker’s privately negotiated takeover of Orangina may signal a trend in private equity: exiting deals without auctions.

Océ’s Rokus van Iperen Survives Digital Era
Dutch printer maker Océ responds to the challenges of recession and global competition.

Open Season for Target-Date Funds
More 401(k) plans are adopting open architecture, creating an opportunity for smaller players. This change comes as target-date funds, which adjust their asset allocations according to when investors expect to retire, are zooming in popularity.

The New Venture In Media Art
VC guru Dick Kramlich and his wife, Pamela, sing the praises of media art.

Amado Boudou Leads Argentina’s Turnabout Tango
An unlikely helmsman for the storm-tossed Argentinean economy, Amado Boudou dazzles in his winning dance with foreign creditors. His mission: carry out market-friendly initiatives without angering the government's first family.

Russian Oligarch Alexander Lebedev Displays His Czar Survival Skills
The recent global financial crisis dealt Alexander Lebedev — whose investments include a German airline, a London tabloid and a swath of potato farms south of Moscow — a brutal blow. Yet he and other Russian oligarchs are displaying highly imaginative survival skills to meet the challenge.

Lessons Learned: Colleges Lose Billions in Endowments
U.S. colleges are forced to re-evaluate their endowment models.

A Compelling Case for Investing in Law Firms
Investors want to tap the legal industry’s impressive profit margins.

Passive Investments Squeeze Profits for Asset Managers
A recent IBM survey suggests that an investor shift to more conservative options is pinching operating margins for asset managers.

Morgan Stanley Smith Barney Ushers In The New Herd On The Street
Morgan Stanley CEO-designate James Gorman seeks to dominate U.S. retail brokerage by smoothly integrating Citi’s Smith Barney unit. "We are creating a distribution giant with a lot of muscle," says Gorman.

BlackRock May Rate Risks At Insurers
BlackRock being considered to help state regulators evaluate insurers’ investment risks.

Freedom Bankruptcy Hits Blackstone
Owner of the Orange County Register gives the private equity giant a reality check.

Citi Shifts Services To External Advisers
Citigroup is outsourcing some investment services offered to U.S. customers to external advisers.

Adapt or Die Poorer
Investing in today’s subdued economic climate requires a focus on real returns.

Hard Times Humble the Eminence Grise of Emerging Markets
Despite performance woes, Templeton Asset's Mark Mobius has been a leading fixture in emerging markets.

Franklin Local Managers Thrive in Emerging Markets
Network of local fund managers help Franklin Templeton profit from the growth in emerging markets.

Investors Snap Up Distressed Debt in Emerging Markets
The credit crunch has created plenty of distressed debt, and several money managers see the best investment plays in emerging markets. Long-term investors are snapping up bonds or loans of troubled companies at deep discounts.

Stefan Selig Has Grand Ambitions for BofA-Merrill
Bank of America-Merrill Lynch's Stefan Selig looks to capitalize on the broader reach of his newly combined firm's investment banking franchise to make it one of the top-three players in equity, debt and M&A in the U.S. and globally.

Baikal Dark Pool Scrambles for Partners
London Stock Exchange scrambles to deepen liquidity for Baikal, its fledgling dark pool trading platform. “We’re currently in discussions with a number of large investment banks,” says Baikal CEO John Wilson.

Cashing In On Carbon Credits
Commodities traders exploit inefficiencies in U.S. carbon trading. But what if Washington adopts federal regulations, can it last?

Carving Up Commercial Mortgage Backed Securities
Wall Street turns to resecuritization to meet growing demand for high-rated CMBSs.

UPS Poised To Profit From Recovery
CEO D. Scott Davis explains why UPS is positioned to profit as the economy recovers.

European Hedge Funds Consider Diversification Strategy
After suffering record redemptions in the wake of the financial crisis, European hedge fund managers have shown a greater interest in diversifying their investor base.

Hedge-Like Mutual Funds For Joe Six-Pack
A growing number of money management firms are launching hedge fund–like mutual funds.

Hedge Funds Embrace Managed Accounts
Attracted by the added safety and control, greater transparency and customization at the portfolio level, hedge fund investors are waking up to the benefits of allocating assets via funds of managed accounts.

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Friday November 20, 2009

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Investment Strategies

Top Story

Cayman, Liechtenstein Tax Haven Status Fades

Cayman Islands and Liechtenstein are tightening tax shelter rules with treaties that breach the traditional wall of financial secrecy.

Blogs & Commentary

More Stories

Female Hedge Fund Managers Outperform Male Counterparts From January 2000 through May 31, 2009, women who ran hedge funds delivered nearly double the investment performance of their male counterparts, according to Chicago-based Hedge Fund Research.

Cayman, Liechtenstein Tax Haven Status Fades Cayman Islands and Liechtenstein are tightening tax shelter rules with treaties that breach the traditional wall of financial secrecy.

Five Questions For Stuart Gulliver HSBC's Stuart Gulliver discusses the bank's deep commitment to the resilient economies of Asia.

Norges Bank Discovers Water Norwegian fund wants companies to adopt enlightened water-use practices for sound business reasons.

Custody Rules Boost Third-Party Hedge Fund Aministrators Demand for transparency promises to be a boon for third-party hedge fund administrators.

Green Investing Gets Easier With Index Funds Institutional investors that have steered clear of green investments because of their volatility have a new option — index funds.

Suntory Adds Fizz to Orangina Takeover The whiskey maker’s privately negotiated takeover of Orangina may signal a trend in private equity: exiting deals without auctions.

Océ’s Rokus van Iperen Survives Digital Era Dutch printer maker Océ responds to the challenges of recession and global competition.

Open Season for Target-Date Funds More 401(k) plans are adopting open architecture, creating an opportunity for smaller players. This change comes as target-date funds, which adjust their asset allocations according to when investors expect to retire, are zooming in popularity.

The New Venture In Media Art VC guru Dick Kramlich and his wife, Pamela, sing the praises of media art.

Amado Boudou Leads Argentina’s Turnabout Tango An unlikely helmsman for the storm-tossed Argentinean economy, Amado Boudou dazzles in his winning dance with foreign creditors. His mission: carry out market-friendly initiatives without angering the government's first family.

Lessons Learned: Colleges Lose Billions in Endowments U.S. colleges are forced to re-evaluate their endowment models.

A Compelling Case for Investing in Law Firms Investors want to tap the legal industry’s impressive profit margins.

Passive Investments Squeeze Profits for Asset Managers A recent IBM survey suggests that an investor shift to more conservative options is pinching operating margins for asset managers.

Morgan Stanley Smith Barney Ushers In The New Herd On The Street Morgan Stanley CEO-designate James Gorman seeks to dominate U.S. retail brokerage by smoothly integrating Citi’s Smith Barney unit. "We are creating a distribution giant with a lot of muscle," says Gorman.

BlackRock May Rate Risks At Insurers BlackRock being considered to help state regulators evaluate insurers’ investment risks.

Freedom Bankruptcy Hits Blackstone Owner of the Orange County Register gives the private equity giant a reality check.

Citi Shifts Services To External Advisers Citigroup is outsourcing some investment services offered to U.S. customers to external advisers.

Adapt or Die Poorer Investing in today’s subdued economic climate requires a focus on real returns.

Hard Times Humble the Eminence Grise of Emerging Markets Despite performance woes, Templeton Asset's Mark Mobius has been a leading fixture in emerging markets.

Franklin Local Managers Thrive in Emerging Markets Network of local fund managers help Franklin Templeton profit from the growth in emerging markets.

Investors Snap Up Distressed Debt in Emerging Markets The credit crunch has created plenty of distressed debt, and several money managers see the best investment plays in emerging markets. Long-term investors are snapping up bonds or loans of troubled companies at deep discounts.

Stefan Selig Has Grand Ambitions for BofA-Merrill Bank of America-Merrill Lynch's Stefan Selig looks to capitalize on the broader reach of his newly combined firm's investment banking franchise to make it one of the top-three players in equity, debt and M&A in the U.S. and globally.

Baikal Dark Pool Scrambles for Partners London Stock Exchange scrambles to deepen liquidity for Baikal, its fledgling dark pool trading platform. “We’re currently in discussions with a number of large investment banks,” says Baikal CEO John Wilson.

Cashing In On Carbon Credits Commodities traders exploit inefficiencies in U.S. carbon trading. But what if Washington adopts federal regulations, can it last?

Carving Up Commercial Mortgage Backed Securities Wall Street turns to resecuritization to meet growing demand for high-rated CMBSs.

UPS Poised To Profit From Recovery CEO D. Scott Davis explains why UPS is positioned to profit as the economy recovers.

European Hedge Funds Consider Diversification Strategy After suffering record redemptions in the wake of the financial crisis, European hedge fund managers have shown a greater interest in diversifying their investor base.

Hedge-Like Mutual Funds For Joe Six-Pack A growing number of money management firms are launching hedge fund–like mutual funds.

Hedge Funds Embrace Managed Accounts Attracted by the added safety and control, greater transparency and customization at the portfolio level, hedge fund investors are waking up to the benefits of allocating assets via funds of managed accounts.

Female Hedge Fund Managers Outperform Male Counterparts
From January 2000 through May 31, 2009, women who ran hedge funds delivered nearly double the investment performance of their male counterparts, according to Chicago-based Hedge Fund Research.

Cayman, Liechtenstein Tax Haven Status Fades
Cayman Islands and Liechtenstein are tightening tax shelter rules with treaties that breach the traditional wall of financial secrecy.

Five Questions For Stuart Gulliver
HSBC's Stuart Gulliver discusses the bank's deep commitment to the resilient economies of Asia.

Norges Bank Discovers Water
Norwegian fund wants companies to adopt enlightened water-use practices for sound business reasons.

Custody Rules Boost Third-Party Hedge Fund Aministrators
Demand for transparency promises to be a boon for third-party hedge fund administrators.

Green Investing Gets Easier With Index Funds
Institutional investors that have steered clear of green investments because of their volatility have a new option — index funds.

Suntory Adds Fizz to Orangina Takeover
The whiskey maker’s privately negotiated takeover of Orangina may signal a trend in private equity: exiting deals without auctions.

Océ’s Rokus van Iperen Survives Digital Era
Dutch printer maker Océ responds to the challenges of recession and global competition.

Open Season for Target-Date Funds
More 401(k) plans are adopting open architecture, creating an opportunity for smaller players. This change comes as target-date funds, which adjust their asset allocations according to when investors expect to retire, are zooming in popularity.

The New Venture In Media Art
VC guru Dick Kramlich and his wife, Pamela, sing the praises of media art.

Amado Boudou Leads Argentina’s Turnabout Tango
An unlikely helmsman for the storm-tossed Argentinean economy, Amado Boudou dazzles in his winning dance with foreign creditors. His mission: carry out market-friendly initiatives without angering the government's first family.

Lessons Learned: Colleges Lose Billions in Endowments
U.S. colleges are forced to re-evaluate their endowment models.

A Compelling Case for Investing in Law Firms
Investors want to tap the legal industry’s impressive profit margins.

Passive Investments Squeeze Profits for Asset Managers
A recent IBM survey suggests that an investor shift to more conservative options is pinching operating margins for asset managers.

Morgan Stanley Smith Barney Ushers In The New Herd On The Street
Morgan Stanley CEO-designate James Gorman seeks to dominate U.S. retail brokerage by smoothly integrating Citi’s Smith Barney unit. "We are creating a distribution giant with a lot of muscle," says Gorman.

BlackRock May Rate Risks At Insurers
BlackRock being considered to help state regulators evaluate insurers’ investment risks.

Freedom Bankruptcy Hits Blackstone
Owner of the Orange County Register gives the private equity giant a reality check.

Citi Shifts Services To External Advisers
Citigroup is outsourcing some investment services offered to U.S. customers to external advisers.

Adapt or Die Poorer
Investing in today’s subdued economic climate requires a focus on real returns.

Hard Times Humble the Eminence Grise of Emerging Markets
Despite performance woes, Templeton Asset's Mark Mobius has been a leading fixture in emerging markets.

Franklin Local Managers Thrive in Emerging Markets
Network of local fund managers help Franklin Templeton profit from the growth in emerging markets.

Investors Snap Up Distressed Debt in Emerging Markets
The credit crunch has created plenty of distressed debt, and several money managers see the best investment plays in emerging markets. Long-term investors are snapping up bonds or loans of troubled companies at deep discounts.

Stefan Selig Has Grand Ambitions for BofA-Merrill
Bank of America-Merrill Lynch's Stefan Selig looks to capitalize on the broader reach of his newly combined firm's investment banking franchise to make it one of the top-three players in equity, debt and M&A in the U.S. and globally.

Baikal Dark Pool Scrambles for Partners
London Stock Exchange scrambles to deepen liquidity for Baikal, its fledgling dark pool trading platform. “We’re currently in discussions with a number of large investment banks,” says Baikal CEO John Wilson.

Cashing In On Carbon Credits
Commodities traders exploit inefficiencies in U.S. carbon trading. But what if Washington adopts federal regulations, can it last?

Carving Up Commercial Mortgage Backed Securities
Wall Street turns to resecuritization to meet growing demand for high-rated CMBSs.

UPS Poised To Profit From Recovery
CEO D. Scott Davis explains why UPS is positioned to profit as the economy recovers.

European Hedge Funds Consider Diversification Strategy
After suffering record redemptions in the wake of the financial crisis, European hedge fund managers have shown a greater interest in diversifying their investor base.

Hedge-Like Mutual Funds For Joe Six-Pack
A growing number of money management firms are launching hedge fund–like mutual funds.

Hedge Funds Embrace Managed Accounts
Attracted by the added safety and control, greater transparency and customization at the portfolio level, hedge fund investors are waking up to the benefits of allocating assets via funds of managed accounts.