- Participant-Level Money Management Account Option
Defined contribution and 401(k) plan participants have long requested guidance, planning, and investment advice for their participant-directed retirement plan accounts. Although some 401(k) service providers offer assetallocation guidance and education, many plan participants desire money-management investment advice and monitoring services for their retirement plan accounts.
- Morgan Stanley Investment Management Releases Institutional Closed-End Fund Monthly Portfolio Holdings Information.
NEW YORK -- Morgan Stanley Investment Management, Inc. announced today that it will post selected information regarding the Morgan Stanley Investment Management-sponsored Institutional Closed-End Fund, the Morgan Stanley China A Share Fund, Inc., to its public web-site at www.morganstanley.com/im on January 23, 2007. The posting will include information relating to ......
- Investment expertise right here in Alaska: CFA
creditials 'gold standard' worldwide.
Many investors in Alaska know there are a multitude of financial designations associated with the financial industry, but only one designation--the Chartered Financial Analyst, or CFA-has become the global professional investment credential, the "gold standard" among investment professionals worldwide (The Economist, Feb. 26, 2005; Financial Times, June 19, 2006)....
- Choosing an investment management
consultant.
Choosing an investment management consultant Finding the right investment consultant can significantly affect the performances of an institution's board-designated, operating, and building funds. Consultants can be hired to coordinate entire investment programs or to focus on specific objectives. An investment consultant can help an institution: * Establish an investment policy ......
- 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 ......
- Decades of advice: Goelzer Investment Management and
Goelzer Investment Banking build on 35 years of trust, integrity and
commitment.
IN MAY OF 1969, GOELZER & Co. Inc., the predecessor to Goelzer Investment Management and Goelzer Investment Banking, was established by Don W. Goelzer as a registered broker/dealer with the Securities and Exchange Commission, NASD and the state of Indiana. "The investment firm was principally organized with a vision to ......
- 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 ......