How to be a beta investor: Russell weighs up the factors July 27, 2015 The growth in ‘smart beta’, or factor-based, investment strategies could disrupt traditional institutional funds management risk exposures, according to a new Russell Investments paper. In the article published in the Winter 2015 ‘Russell Communiqué’, authors James Barber and Evgenia Gvozdeva point out new […]
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New active strategies attracting most fund flows July 26, 2015 The importance of new products and investment strategies for fund manager inflows has jumped to record levels in the past two years, according to a white paper by Casey, Quirk & Associates. But the product development track record of most managers is “mediocre”. New active […]
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JP Morgan wins sole charge in ACC custody battle July 26, 2015 As flagged earlier this month, JP Morgan has snaffled the unified custodian role at the $30 billion plus ACC fund, knocking Northern Trust out of a job in the process. According to an ACC spokesperson, the transition of Northern Trust-held assets to JP Morgan […]
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KNOW THE TOP 7 TRAITS OF SUCCESSFUL WEALTH ADVISORS Here are the top 7 traits of successful wealth advisors: 1) Expertise – Your advisor should be able to provide expert advice and independence in all areas of investment and retirement planning. A true equities expert will follow a clear, step-by-step investment process that identifies trends […]
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