- Real estate research needs of the plan sponsor community: What do the plan sponsor real estate investment managers want to know?
HEADNOTE Executive Summary. This article reports the results of a web-based survey of real estate portfolio managers in the pension fund industry. The study focused on ascertaining the real estate research interests of the respondents as well as whether or not research funding should be allocated to various research topics....
- Pension Fund Investment Management: A Handbook for
Sponsors and Their Advisors.
As the assets of public pension plans have grown, they have increasingly attracted attention from politicians, regulatory agencies, investment professionals, the media and beneficiaries. The editors of this book observe that the days when the investment responsibilities could be given to a local banker have gone. Effective modern pension plan ......
- Financial planning.
CCH, Inc. (Riverwoods, IL) has published Wealth Management: A Concise Guide to Financial Planning and Investment Management for Wealthy Clients. Targeted to financial planners, lawyers, accountants, brokers and portfolio managers, the book includes: a discussion for setting goals; cash flow needs; income tax planning covering such topics as alternative minimum ......
- Robeco Investment Management Names James A. Ramsay Co-Head of US Fixed Income.
Will Focus on RIM's Growing Global Fixed Income Business NEW YORK -- Robeco Investment Management, the US asset management arm of Robeco Group, announced today that James A. Ramsay, CFA, has joined the firm to Co-Head US Fixed Income with Daniel Vandivort. Mr. Ramsey joins the firm as a Senior ......
- Investment consultants: A review of costs and
benefits. (Treasury Management).
In contrast to investment managers, who actually perform day-to-day management of an organization's portfolio and investment of its assets, investment consultants provide an overall investment plan or strategy and guidance in establishing a philosophy to govern an organization's investment portfolio of securities. The overall plan, or strategy, is aimed at ......
- Outsourcing Investment Management: Creating and
Evaluating Requests for Proposals.
Funds appropriate for investment to be found within most healthcare organizations include monies allocated for funded depreciation; capitation reserves; unexpended bond funds and/or bond reserves; excess operating cash; funded self-insurance programs; foundation or endowment funds; securities from investment pools used as collateral for various state or Federal programs; and pension/retirement ......
- Mutual fund capital gain distributions and the Tax
Reform Act of 1997.
INTRODUCTION Over the last few years, there has been a growing popular interest in tax-managed mutual funds. Managers of these funds explicitly consider the tax consequences of portfolio management and attempt to increase after-tax returns, at least in part by manipulating their capital gain distributions. These tax-managed funds, however, are ......