09/16/2016
Funded Status of U.S. Corporate Pensions Remains Flat in August
The funded status of typical corporate DB plans did rise as high as 79.6 percent in early August, but slid back to 78.8 percent by the end of the month.
Comment, Analysis & Research
09/16/2016
Hedge Funds Should Quit Bellyaching
To match investor expectations of 12 percent annual returns, the $2.9 trillion industry would have to generate gains of about $350 billion a year.
09/16/2016
SS&C GlobeOp Hedge Fund Performance Index: August
The Index has declined 3.75 points over the past 12 months.
09/15/2016
Pension Spending Supports 7.1 Million Jobs, $1.2 Trillion in Economic Output across the U.S.
Pensionomics 2016 comes at a time when economists are predicting dramatic drops in economic growth in the coming decades.
09/14/2016
Financial-advice firms see record 2015 earnings yet slowest growth since crisis, study shows
Slowdown comes as the wealth-management industry faces increasing regulatory costs
09/14/2016
Hedge funds flat in August, up 2.5 per cent year-to-date
Close to 40 per cent of these managers are long/short equity mandated while another 20 per cent are CTA/managed futures mandated hedge funds.
09/14/2016
Love, Money & Millennials
Millennials are also twice as likely to keep a financial secret.
09/14/2016
World Quality Report 2016 shows business operations at risk with 68 percent of organizations ill-equipped to deal with IoT workloads
Digital transformation continues to drive IT strategy, putting increasing pressure on quality assurance and testing to deliver customer value and competitiveness
09/12/2016
Fear and greed haunt world of venture capital funds
Fear and greed are stalking the insular world of VCs.
09/12/2016
PE Panorama: Family-office portfolios benefiting from PE returns
family-office portfolios benefiting from PE returns against a background of severely depressed performance overall
09/12/2016
AIMA survey - Alternative asset managers and investors deepen partnership through greater alignment of interest
The survey was overseen by AIMA’s Research Committee, which comprises executives at fund managers and service providers
09/12/2016
Post-DOL Conflict of Interest Rule, Focus Will be on Risk Over Return
We expect asset managers to see a greater demand for passive ETFs in managed accounts, which will result in clients owning very similar, cookie-cutter portfolios.
09/11/2016
Hedge funds offer fee cuts and clawbacks
Some investors are also being offered lower fees if they agree to remain invested in the fund for a certain period of time, as the industry moves away from the traditional model of charging a 2 per cent management fee and a 20 per cent performance fee.
09/09/2016
A discouraging warning from RBC’s CEO
A discouraging warning from Dave Mackay, CEO of Royal Bank of Canada
09/08/2016
Most Plan Sponsors Agree Core Purpose of DC Plans is to Provide Income During Retirement
MetLife’s 2016 Lifetime Income Poll Reveals Plan Sponsors Want More Regulatory Clarity to Make It Easier to Offer Guaranteed Income Solutions
09/08/2016
Customer Due Diligence in the Post-Panama Papers Era
KYC procedures are often viewed as a check-the-box activity
09/08/2016
Three Trends Impacting The Practices Of Wealth Managers Focused On Cultivating The Affluent
It is important to be aware that these trends are structural and, consequently, unavoidable.
09/08/2016
UBS Survey Reveals How Employees Can Maximize Perceived Value of Company Stock Awards
This year's edition, "The multiplier effect," found that 45% of employees see little value in equity awards, even though companies grant billions in equity awards each year.
09/08/2016
Preparing for a Sale: How Advisors Can Maximize the Value of Their Firm
Here is a list of steps advisors can take when preparing for a sale that will improve the overall efficiency of the business, limit risk, increase revenue and ultimately maximize the firm’s value.
09/08/2016
Nearly Half of Projected IRA Rollover Assets "At-Risk" Post-DOL Conflict of Interest Rule
Using Cerulli's proprietary IRA rollover model, this research seeks to quantify the degree to which assets traditionally pegged as headed toward the IRA market may now be "at risk" and more likely to remain in employer-sponsored DC plans.