Rising stars: pension funds offer emerging money managers a chance to show their stuff

Article Abstract:

Investment managers who leave large corporate fund managers to put up their own practice may have difficulty attracting large investments. This is because institutional investors such as pension funds usually rely on track record and a high level of assets under management for selecting money managers, both of which new managers do not have. However, pension funds have used several approaches in trying out new and potentially high-performing managers. These include outsourcing, in-house money management teams and changing the mix of their manager selection criteria.

author: Elgin, Peggie R.
Depository Credit Intermediation, Money Management Accts & Svcs, Cover Story, Financial planners, Institutional investments, Asset management accounts

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Technology empowers: improved software lets plan sponsors effectively search larger universes for the ideal manager

Article Abstract:

Many pension and benefits planners are becoming more reliant on new software technologies. These technologies allow planners to easily tap into information databases to access data on investment opportunities. New software technologies promise to reduce consultant fees and eliminate many staff functions. However, planners need to carefully understand the capabilities of their software to maximize the substantial investment involved in acquiring and installing such systems.

author: Elgin, Peggie R.
Prepackaged software, Business Software Pkgs NEC, Usage, Software, Technology application, Investment advisers

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Lifestyle funds target proper asset allocation

Article Abstract:

Many asset-allocation funds have been introduced into the market for salary-reduction savings plans in 1994. These mutual funds give employees a retirement option where investments can be diversified based on individual risk limits. The funds, also known as lifestyle funds, offer participants the benefit of having a professional investment adviser decide asset movement.

author: Elgin, Peggie R.
Analysis, Salary reduction savings plans, 401K plans

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subjects list: Management, Pension funds, Portfolio management
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