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Topic: Institutional fund management


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  Fraternity Fund Management Limited | Soros Hedge Funds Quantum Offshore Investment
The management of Fraternity Fund Ltd. believes that smaller institutional investors as well as smaller "sophisticated" investors should be able to easily invest in a broad portfolio of funds advised by George Soros one of the world's most successful investors and other successful hedge fund managers.
Fraternity Fund was not only early in the fund of hedge fund business but Fraternity Fund was one of the first if not the first fund of hedge funds to allow the small investors to invest in hedge funds.
In addition, the funds and services are not available for U.S. persons and have not been registered with the Securities and Exchange Commission, and as a result, such investment products and information are only available to certain accredited investors who have been pre-qualified by Fraternity Fund Management.
www.fraternityfund.com /index.htm   (1031 words)

  
  Institutional fund management - Wikipedia, the free encyclopedia
Institutional fund management is fund management conducted by large financial firms such as banks, insurance companies and major investment organisations (e.g.
Fund performance is the acid test of fund management, and in the institutional context accurate measurement a sine qua non.
For that purpose, institutions measure the performance of each fund (and usually for internal purposes components of each fund) under their management, and performance is also measured by external firms that specialise in performance measurement.
www.wikipedia.org /wiki/Fund_management   (1765 words)

  
 Equity investment - Wikipedia, the free encyclopedia
Such holdings allow individual investors to obtain the diversification of the fund(s) and to obtain the skill of the professional fund managers in charge of the fund(s).
The major disadvantages of investing in pooled funds are the fees payable to the managers of the fund (usually payable on entry and annually and sometimes on exit) and the diversification of the fund that may or may not be appropriate given the investors circumstances.
If an investor holds several funds, then the risks and structure of his overall position is an amalgam of the holdings in all the different funds and arguably the investors holdings successively approximate to an index or market risk.
www.wikipedia.org /wiki/Equity_investor   (1059 words)

  
 Canadian Hedge Fund Management Institutional Investment Managers   (Site not responding. Last check: 2007-10-20)
Goodman Institutional Funds are the institutional version of the Viscount Wealth Management pools that were launched April 1, 2000 to provide pension-style management to high net-worth investors.
All of the funds are externally managed by recognized professional institutional managers.
Goodman Institutional Funds are ideally suited to sponsors of pension plans, endowment funds, insurance companies and other institutional investors who wish to participate in an external investment program that is managed by recognized industry experts.
www.goodmanfunds.com /HTML/company_history.html   (100 words)

  
 Hedge Fund Risk Management
Institutional investors are accustomed to having 100% access to the securities used by their traditional managers and to having these positions independently controlled by their custodian.
The reality is that while institutional investors say they want and need position level risk transparency from the hedge funds and funds of funds in which they invest, few are equipped to effectively deal with this type of transparency.
Institutional investors need to be able to satisfy themselves and their ultimate beneficiaries that their investment decisions meet the prudent man standard.
www.cmra.com /html/hedge_fund_risk_management.html   (1320 words)

  
 Fraternity Fund Management Limited | Soros Hedge Funds Quantum Offshore Investment
Fraternity Fund is a fund of hedge funds, which invests; in a variety of diversified hedge funds that are managed by world class Alternative Investment Managers including George Soros.
The Fraternity Fund is a "fund of fund" of hedge funds.
We at Fraternity Fund Management believe in it is essential that an investment manager have his own wealth invested in the same investments as his clients.
www.fraternityfund.com   (1031 words)

  
 Asset Liability Management
Institutional fund management conducted by large financial firms such as the volatility of the correlation between the asset allocation, fund managers and yet clients usually want to hear that they be required to contribute to the portfolio such as the volatility of the most important principles of personal finance.
Another widespread tactic is for institutions to manage client money relative to costs; it is traditional for shareholders to be made for each period (usually yearly).
For that purpose, institutions measure the performance record was presented at the increasingly significant convergence between the insurance industry and the consequent ability to pressure managements, and if necessary outvote them at annual and other meetings.
liabilityassetmanagement.2vv1.com /assetliabilitymanagement.html   (1913 words)

  
 Reuters: Trade Fund Management
Fund managers also want tools to measure the performance of their portfolios against defined benchmarks and to check their portfolios adhere to investment guidelines set by their firms and fund management clients.
Fund management professionals also need to be able to trade quickly to respond to market conditions.
Fund management professionals aim for best price and execution on their trade orders, requiring access to a wide pool of liquidity to trade efficiently.
www.about.reuters.com /productinfo/s/trade_fund_management   (435 words)

  
 ScienceDaily: Institutional fund management   (Site not responding. Last check: 2007-10-20)
The owners of shares theoretically have great power to alter the companies they own...via the voting rights the shares carry and the consequent ability to pressure managements, and if necessary outvote them at annual and other meetings.
These reasons tend be found in the 3-P's of philosophy, process and people.
Here's another management parable that draws its lesson from an unlikely source--this time it's the fun-loving fishmongers at Seattle's Pike Place Market.
www.sciencedaily.com /encyclopedia/institutional_fund_management   (2450 words)

  
 Highlights / Key themes - Institutional Fund Management (IFM) - developments & trends in running a successful IFM ...
IFM focuses specifically on the evolving dynamic of the institutional fund management industry, trends in investment strategies and winning business formulas.
Professor Stéphane Garelli is both a professor at the International Institute for Management (IMD) and Professor of International Business Policy at the University of Lausanne, and is Director of the World Competitiveness Report, jointly published by IMD and the World Economic Forum.
From 1974 to 1987 Garelli held the post of Managing Director of the World Economic Forum, from 1980 to 87 he was also Director of the Davos Symposium.
www.icbi-uk.com /ifmb/highlights.php   (341 words)

  
 Institutional fund management - InfoSearchPoint.com   (Site not responding. Last check: 2007-10-20)
The question is who are they, how are they selected, how old are they, who reports to who, how deep is the team (and do all the members understand the philosophy and process they are supposed to be using), and most important of all how long has the team been working together.
A great deal of thought then needs to go into the asset allocation and changes to the allocation over time, not least because a great deal of research and experience shows that the asset allocation is the prime determinant of long term returns.
Against the background of the asset allocation, fund managers consider the degree of diversification that makes sense for a given client (given its risk preferences)and construct a list of planned holdings accordingly.
www.infosearchpoint.com /display/Institutional_Fund_Management   (1732 words)

  
 Reuters: Fund Management
A fund manager may adopt an active approach to investment, building portfolios by allocating funds to particular securities, sectors or countries in an attempt to outperform a market index.
Fund management has become increasingly competitive as investors seek better returns, frequently though greater diversification of their investments and a risk-managed approach.
A fund manager may want to review financial measures, study the performance of an instrument or index, or determine the overall direction of the market.
about.reuters.com /productinfo/s/fund_management   (436 words)

  
 SignOnSanDiego.com > News > Business -- Hedge fund managers in top earnings league
NEW YORK – Hedge fund managers earned an average of almost $1.2 million in total compensation in 2004, according to a survey published on Tuesday by Greenwich Associates.
The survey also showed the amount of commissions that U.S. institutional investors paid their equity brokers have remained flat over the past year, due at least in part to electronic and program trading.
Institutions polled expect that average commission to fall to 3.9 cents per share over the next year.
www.signonsandiego.com /news/business/20050628-0530-financial-fund-compensation.html   (502 words)

  
 Pictet ¦ Pictet Asset Management - Institutional Asset Management
Pictet Asset Management (PAM) is the institutional investment management arm of Pictet Group and encompasses all the operating subsidiaries and divisions of the Pictet Group dedicated to institutional asset management.
Recognised as one of the leading independent asset managers in Europe, we provide specialist fund management solutions to leading financial institutions globally.
Our aim is to be known as a world class provider of asset management services to professional investors.
www.pictet.com /en/home/services/institutionalassetmanagement.html   (340 words)

  
 Knight Frank Investment Management
He joined Knight Frank in 1985 and became head of the Investment Management division in 1992 where he ran and coordinated the activities of the in-house pension fund clients of the firm including acting as the discretionary fund manager to the BBC Pension Trust Property Portfolio.
Chris currently heads up the institutional fund management team at Knight Frank and manages a number of funds including Lancashire County Pension Fund, Ecclesiastical Insurance Group and Bank of Scotland Pension Scheme - which is fully discretionary.
The performance track record of funds under Chris's management have consistently outperformed their benchmarks over the short, medium and long terms, one of which has also outperformed it's benchmark every year since the benchmark was set seven years ago.
www.knightfrankglobal.com /investmentManagement/team.asp   (357 words)

  
 Fund Information - Institutional - Aberdeen Asset Management
To provide exposure to an actively managed portfolio of UK bonds – asset classes that can be used both to achieve returns that are expected to be ahead of inflation and to diversify away the short-term risk of a sharp correction in equity markets.
The domestic environment continues to be driven by the strength of the housing market, despite the rise in interest rates to 5%.
Aberdeen Asset Managers Limited is authorised and regulated in the UK by the Financial Services Authority.
www.aberdeen-asia.com /aam.nsf/institutional/openfund?OpenDocument&id=758   (315 words)

  
 Arc Fund Management
Linnet was later fund manager for John Govett, where she managed the Govett UK Smaller Companies Fund (£50m), and was co-manager of the Govett Strategic Investment Trust (£250m).
Members of the fund management team are experienced in Enterprise Investment Scheme (EIS) investment having launched and three funds in the last two years and they have completed some 30 deals to date.
ARC, the fund manager, is launching what it believes to be the first FSA authorised European Property Fund that will include the acquisition and development of residential property as part of its investment strategy.
www.arcfundmanagement.com /about.asp   (1267 words)

  
 Fund Information:Institutional: Fund Commentaries
The Fund’s advisers believe the economic environment is favorable for value investors, but remain cautious given signs that the economic recovery is proceeding at a slow pace.
The Fund was overweighted in these groups due to their attractive valuations, and the holdings have performed well relative to consumer stocks overall.
The largest negative contributor to the Fund’s return relative to the benchmark was its underweighting in financial stocks, since financials was the highest performing sector of the Russell 2000 Value Index for the quarter, up 5.0%.
www.aafunds.com /fi_perform-commentaries.html   (1490 words)

  
 Bobsguide - Misys: Apollo for Institutional Fund Management   (Site not responding. Last check: 2007-10-20)
Bobsguide - Misys: Apollo for Institutional Fund Management
Apollo for Institutional Management offers you a rare combination of rich functionality, flexibility and ease of use within a controlled environment.
The key is a simple and intuitive interface, which helps to remove the operational risks posed by a plethora of spreadsheet solutions.
www.bobsguide.com /guide/prod/3-6124.html   (102 words)

  
 Scottish Mutual Opportunity Unit Trust goes multi manager (The Abbey National Group) - Pressi.com   (Site not responding. Last check: 2007-10-20)
After a rigorous selection process, we are happy that in Goldman Sachs Asset Management and Invesco we have found exceptional fund managers with the ability to truly add value across the wide range of asset opportunities available to this fund.
Because Abbey is not investing in existing retail funds, it not only controls the investment guidelines, and can ensure that they remain consistent with customers expectations, but can draw upon some of the worlds leading institutional fund managers not normally accessible to retail investors.
Goldman Sachs Asset Management is the asset management arm of The Goldman Sachs Group, Inc. (NYSE: GS) and manages $371 billion as of 31 March 2004.
www.pressi.com /int/release/90733.html   (673 words)

  
 Institutional Funds: Home   (Site not responding. Last check: 2007-10-20)
Institutional investors generally include banks, savings and loan associations, insurance companies, registered investment advisers, large employee benefit plans, broker-dealers and other entities (including persons acting on behalf of an institutional investor) who would be able to meet the minimum investment requirements disclosed in the prospectus (generally $1,000,000, subject to various exceptions).
The Legg Mason Institutional Funds group is dedicated to meeting the specialized needs of defined contribution and defined benefit plans, endowments and foundations, corporations, public funds and other institutional investors.
Legg Mason Institutional Funds are managed by Legg Mason subsidiaries Western Asset Management Company, Legg Mason Funds Management, Inc., Royce & Associates, LLC and Batterymarch Financial Management, Inc. These investment advisers each offer a unique style as well as dedication to achieving competitive performance.
www.leggmasoninstitutionalfunds.com   (272 words)

  
 Institutional Fund Management (IFM) - developments & trends in running a successful IFM business.
IFM 2007 welcomed more delegates and speakers than ever before met at the Intercontinental Geneva for the annual gathering of fund management executives.
With around 250 industry members present, discussing the significant challenges of the institutional fund management industry and debating the future, IFM 2007 was certainly bristling with ideas from start to finish.
Bringing together over 150 institutional investors, consultants and asset managers, the IFM polling session asked our delegates and panel of experts to predict the future.  The panel of experts asked to interpret the results included: Russell Read (CIO, CalPERS), Michael O’Brien (Head of Institutional Business Europe, BGI) and Robert Brown (Senior Investment Consultant, Watson Wyatt).
www.icbi-uk.com /ifmb   (705 words)

  
 PRIVATE ASSET MANAGEMENT
In Canada, BLC-Edmond de Rothschild Asset Management is launching the R LCH Fund, a hedge fund of funds aimed to take advantage of market inefficiencies to reduce volatility.
In Italy, Unifortune sgr, a fund management company, is launching a hedge fund of funds investing in 20 hedge funds with low-volatility strategies.
Manhattan Capital Management, the investment management firm for Michael Berger's hedge fund, was ordered by the U.S. federal court to pay $20 million for fraud charges including the concealment of losses from investors.
www.iiwealthmanagement.com /?archiveiss=6094   (1133 words)

  
 Watching over our unit trusts | This is Money
THE abuses of the retail fund management industry in the US in recent months have not been replicated to any great extent in this country but change in the way retail funds are governed appears to be in the offing.
He believes the FSA may be thinking about the feasibility of independent boards which would have the power to dismiss underperforming or overcharging managers, and thereby bring to the retail investor the kind of equivalent protections and disciplines which apply in the institutional fund arena.
So the fund management industry is not effectively called to account by them, and allocation of capital is not as efficient as it should be.
www.thisismoney.com /20040330/nm76435.html   (712 words)

  
 Bhutan - Conserving Bhutan's Natural Heritage through a Trust Fund
The trust fund established important precedents for a governance structure involving government officials and NGOs and for establishing procedures to ensure transparency with BTFEC donors and beneficiaries.
During the initial period of trust fund establishment, it is essential to have reliable funding that does not depend on investment income from the trust fund.
Trust fund performance should be evaluated from a long-term perspective, recognizing that it is a financial vehicle designed to serve the needs of future generations.
web.worldbank.org /WBSITE/EXTERNAL/COUNTRIES/SOUTHASIAEXT/BHUTANEXTN/0,,contentMDK:20208772~pagePK:1497618~piPK:217854~theSitePK:306149,00.html   (2375 words)

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